Integrate
with
Setup a new 401(k) plan
Quickly setup and integrate a new 401(k) plan with
ClickUp
. Choose any of the top 401(k) providers like Vanguard, Fidelity etc.
Integrate an existing plan
Quickly integrate your existing recordkeeper with
ClickUp
payroll and automate time-consuming plan administrative work.
Integrate
with
Enjoy ForUsAll's automated 401(k) integrations: employee contribution changes sync with payroll, manage eligibility, and auto-send notices. Set 401(k) management on auto-pilot and focus on business growth.
Garbage In, Excellence Out: Guaranteed
Payroll complexities like earnings codes, benefit mappings, start dates, rehire dates, hours worked, 401(k) loan amortization, and savings rates must be perfect - even minor inaccuracies in configurations can lead to significant IRS penalties. With ForUsAll, you or your payroll doesn’t need to be perfect:
Robust Error Detection: Payroll X-ray runs up to 44 checks for each person in each payroll file to help ensure every contribution is precisely accurate.
Transparent Correction Logs: Our system identifies and fixes errors logging corrections for full transparency auditability.
Seamless Year-End Reconciliation: Automated data reconciliation helps make year-end census work as easy as clicking a button.
$5M Compliance Guarantee*: We stand behind our work offering unparalleled peace of mind and financial protection.
With ForUsAll, you can turn the daunting task of payroll processing into a seamless, error-free operation, ensuring excellence out of every input, no matter how complex.
*ForUsAll carries professional liability coverage of $5,000,000 which covers our ERISA plan advisory services (Advisor+ and Enhanced integration). See our standard plan services agreement for more details.
1,200+ payroll / recordkeeper integrations (and growing)
We support over 1,200 different integrations, so we can automate most any 401(k). If you don’t see your providers on our list, let us know – we constantly add providers to the growing list.
Pricing comparison of our payroll integration packages
Seamlessly integrate your payroll: discover the unique features of each 401(k) package.
Basic
$50/mo
Enhanced
$50/mo + 0.15% of AUM
Advisor Plus
0.20-0.40% of AUM
Features
The benefits of 360º integration
We integrate your payroll provider with top 401(k) providers. Our 360 integrations automatically update savings rates and loans, track eligibility and send notices - putting your 401(k) on auto-pilot.
Reclaim your valuable time
The ForUsAll and ClickUp integration is crafted to minimize errors in payroll processing. Our "Payroll X-Ray" performs up to 44 checks on each payroll file for every employee, identifying mistakes that can slip past human oversight. This meticulous approach helps avoid the hassle of corrections and keeps employee satisfaction high.
Eliminate error-prone tasks
With ForUsAll, enrolling in and managing your 401(k) is simpler. The platform automatically tracks eligibility, sends necessary notices, and keeps 401k census data in sync. This streamlined process ensures compliance and keeps your plan running smoothly, giving you one less thing to worry about.
Streamline enrollment
Enjoy peace of mind with ForUsAll's fiduciary protection. Our platform offers a 3(16) fiduciary service, assuming legal responsibility for day-to-day plan administration. By collaborating with ERISA attorneys and plan administration experts, we ensure your plan is in compliance and well-managed, safeguarding your interests and those of your employees.
Relax, we’ve got your back
ClickUp is a leading project management and productivity tool, offering a vast array of features designed to enhance team collaboration and efficiency. Catering to a wide range of industries, ClickUp's platform includes task management, real-time collaboration, customizable dashboards, and more, making it a versatile choice for businesses looking to optimize their workflows.
Integrate payroll to your 401(k) provider
Step 1: Create your account
Get started by registering with us, It's fast, straightforward.
Step 2: Connect your payroll
Connect your payroll provider to effortlessly, utilizing top-notch security.
Step 3: Connect your 401(k)
Integrate your 401(k) provider to easily oversee that all payroll is being synced correctly.
Learn more
Seamless payroll integration for efficient 401(k) management.
About
ClickUp differentiates itself through its comprehensive suite of productivity tools, customizable features, and a commitment to reducing project delivery times. Ideal for teams of any size, ClickUp's platform supports over 1,000 integrations, making it a central hub for managing work across various applications. This versatility has made ClickUp a favorite among professionals aiming for peak efficiency.
Differentiator
ClickUp offers a flexible pricing structure, designed to fit the needs of any team, from startups to large enterprises. With options ranging from a free version to more advanced plans, ClickUp ensures that teams can access powerful project management tools without breaking the bank. For detailed pricing information, explore ClickUp's pricing page.
Pricing
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1 Schwab 2022 401(k) Participant Study - Gen Z/Millenial Focus, October 2022.
2 As of 12/31/2022. Employees include both current employees and terminated participants with a balance.
3 "Morgan Stanley At Work: The Value of a Financial Advisor" Morgan Stanley, March 2022.
4 Sarah Britton was a client when she provided this testimonial through an independent third party review website. She received no compensation for her remarks. There are no known conflicts of interest in the provision of her comments related to the services provided.